forecast clients' income and expenses, as well as their assets and liabilities, throughout their lifetime
determine how to invest current assets and future savings based on financial goals, a client's attitude towards risk, and their current financial position.
develop a plan aimed at minimizing the amount of tax payable while complying with all the tax legislation in effect.
Demonstrate how to eliminate uncertainties and maximize the value of an estate by reducing taxes and other expenses.
supports secure sharing of information with designated community members
Our new 'fillable' fact-find technology allows the transfer of client-specific data from a .PDF file into the Voyant Adviser solution.
A new, simplified UI is here. You still have access to the more advanced features, but it's all neatly tucked away until you need it.
A line showing the total basic expenses in each year can now be shown on the Cashflow charts. This line simply shows the total for all expenses categorized as Basics.
Added an Income vs. Expenditures view to the Overview screen
Added a second details panel for use in dual chart mode and enabled resizing for readability.